Adding Employees (Web)

Before adding employees, make sure that you have set up your Account Structure. Learn more here.

SKIP TO:

Adding many Employees at once (Importing)

Adding Employees Individually

Adding Employees from the Schedule

Notifications for Employees


Adding many Employees at once (Importing)

If you have many employees, the quickest way to add them to 7shifts is to import them through our handy importer tool using an excel (.xlsx) spreadsheet, and following the template.

The instructions on how to import are listed under 'More' menu > Employees > Import:

Once you import the spreadsheet, your employees are populated into 7shifts and you have the option to invite employees at that time.

NOTE: All staff will require a valid email address to log into 7shifts.
Once an Employee has been added, their user profile cannot be updated by re-importing/re-uploading their information. Any changes must be completed from within their user profile.

For more information, please contact support@7shifts.com


Adding Employees Individually


You can also add Employees one by one by:

1. Going to the 'More' menu > Employees.

2. Click on the green '+Add Employee' button. 

Key pieces of information to enter in the Employee profile include:

  • First and last name
  • Email address (NOTE: All staff will require a valid email address to log into 7shifts)
  • Mobile number (for SMS and push notifications)
  • Assign Employees to their designated Locations/Departments/Roles

If you are missing any required information, you will not be able to complete the profile until it's added. The tabs where details are missing will be indicated:

If a user needs to be a Manager or Assistant Manager, select 'Manager' or 'Assistant Manager' from the "User type" drop-down menu and a list of permissions will appear.

You can customize which permissions you want them to have. Click here to learn more about Manager Permissions. 

Managers/Assistant Managers will only have access to the Locations and Departments they're assigned to.

Click here to learn more about adding Managers.


Adding Employees from the Schedule

Employees can be added directly from the schedule allowing you to add new Employees on the go. Schedule them for shifts without having to navigate away from the Schedule page.

To add Employees from the Schedule:

1. Click the 'Add Employees' button in the top left corner of the schedule

2. From there, you'll be asked to fill in a few details for the employee:

  • First and last name
  • Email address (NOTE: All staff will require a valid email address to log into 7shifts)
  • Mobile number (for SMS and push notifications)
  • Assign Employees to their designated Roles they will perform.

3. Once you've filled out the employee details, check the 'Invite employee(s) via email/phone' (you can do this later from their profile if you're not ready)

4. Click 'Add Employees' to save.

You will be taken back to the schedule and can begin scheduling these employees right away.

Head to the ' More' menu > Employees to input additional information for these employees such as wage, punch ID, skill level, etc.


Notifications for Employees

Employees will be able to customize their notification preferences within their own accounts. For example, if they don’t want to receive SMS/push messages, they can edit notifications so that they only get emails.

They can access these notifications settings, at any time, under My Account > Notifications.

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